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Invesco S&P 500 Top 50 ETF

515 hedge funds and large institutions have $4.62B invested in Invesco S&P 500 Top 50 ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 187 increasing their positions, 156 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $4.59B → $4.62B (+$31.7M)

3.83% less ownership

Funds ownership: 70.19%66.36% (-3.8%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$925K
Puts
$230K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$4.69M
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$4.63M
SP
103
Stonebrook Private
Michigan
$4.55M
PFG
104
PAX Financial Group
Texas
$4.41M
GM
105
GeoWealth Management
Illinois
$4.3M
CFP
106
Comprehensive Financial Planning
Pennsylvania
$4.21M
CIAS
107
CFS Investment Advisory Services
New Jersey
$4.21M
TC
108
Truvestments Capital
Florida
$4.17M
OCG
109
Opus Capital Group
Ohio
$4.06M
PAS
110
Park Avenue Securities
New York
$4.05M
GVAG
111
Great Valley Advisor Group
Delaware
$4.01M
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.99M
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$3.95M
Cerity Partners
114
Cerity Partners
New York
$3.88M
FIA
115
Foundations Investment Advisors
Arizona
$3.73M
TCA
116
Transcend Capital Advisors
New Jersey
$3.71M
SPC
117
Sigma Planning Corp
Michigan
$3.66M
CIA
118
Concurrent Investment Advisors
Florida
$3.63M
LIM
119
Leavell Investment Management
Alabama
$3.59M
AAM
120
Ackerman Asset Management
Maryland
$3.58M
AAS
121
Avantax Advisory Services
Texas
$3.54M
IFWM
122
Institute for Wealth Management
Colorado
$3.54M
RAG
123
RIA Advisory Group
Iowa
$3.4M
AWM
124
AE Wealth Management
Kansas
$3.4M
LJCM
125
Lee Johnson Capital Management
Texas
$3.22M